LYC 0.33% $6.07 lynas rare earths limited

Clint Cox interview, page-3

  1. 6,199 Posts.
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    "Have invested and will be adding to my positions is 23%"

    investor poll was interesting. Seems a muted endorsement that only a minority of people listening to an REE webcast were likely buyers, but 1 in 4 is pretty good imo, esp with another 13% indicating some appetite.

    Will China ban exports?

    "How likely is it that China would actually cut off rare earth supplies to the US if the trade war continues? 3% said definitely will not happen. 29% said not likely, 31% said possible, 29% said likely, and 9% said definitely will happen."

    The fear gauge is pretty high, so that'll be contributing hot money that will need a great reason to stay. (Coming 02 March, hopefully.)

    Still, buy-side volume is on the increase, much-needed but as expected, so I will be buying until $2.5x, perhaps beyond despite New Year's resolutions, lol. Short leash on half for sure though.

    GLTAH


 
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